Peter Mcchesney III is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 registrations. He has three years of industry experience, including roles at Vanguard Marketing Corporation and The Vanguard Group. Outside of finance, he has worked in various service and education roles, including positions at Elon University and The Harborside Inn. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models to create personalized portfolios mainly composed of Vanguard funds and ETFs.

Timothy Ellis II is a financial advisor with Vanguard Advisers based in Charlotte, NC. He holds Series 63 and Series 65 designations and has 12 years of industry experience, all with The Vanguard Group since 2013. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models and offers diversified portfolios primarily composed of Vanguard funds and ETFs, supported by a large team of over 2,200 advisors.

Mark Sides is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 designations. He has prior experience working with TIAA-CREF and Accenture as a contractor for TIAA, spanning several years in various roles since 2012. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutional clients, and charitable organizations. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Michelle Boyer is a CFP®-certified financial advisor with Vanguard Advisers, based in Charlotte, NC, and has 12 years of industry experience. She has worked at The Vanguard Group since 2018 and previously held financial planning roles at USAA. Outside of her advisory role, she owns and operates a tax preparation business. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through a combination of automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven investment approach, utilizing Vanguard funds and ETFs with features such as tax-aware strategies and customizable portfolios.

Arlene Lewis Leader is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. Her prior roles include positions at Alight Financial Solutions, LLC and TIAA-CREF. She is currently based in Charlotte, NC. Vanguard Advisers delivers automated and human-supported investment advice through its digital and personal advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs.

Ronald Smith is a financial advisor with Edward Jones in Concord, NC, holding Series 63 and Series 66 licenses and 48 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1978. Outside of his advisory role, he owns and manages a commercial financial services rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide spectrum, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products. The firm operates under a fiduciary standard and is notable for its extensive retail advisor network and additional affiliated services.

Joseph Russell is a financial advisor with Equitable Advisors in Huntersville, NC, holding Series 63 and Series 66 credentials and one year of industry experience. Before joining Equitable Advisors, he worked at DoorDash and held roles with NYLIFE Securities LLC and New York Life. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a variety of advisory models and third-party asset managers to tailor investment solutions to client needs.

Jayson Allsbrook is a financial advisor with Vanguard Advisers in Charlotte, NC. Holding a Series 66 designation, he has seven years of industry experience, including roles at The Vanguard Group since 2018 and Heritage Wealth Advisors in 2017. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services to retail investors and employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with proprietary methodologies and primarily Vanguard funds and ETFs, managing a large client base with a combination of technology and advisor support.

Joshua Norton is a financial advisor at Vanguard Advisers with Series 63 and Series 66 licenses and three years of industry experience. He has worked at Vanguard Marketing Corporation, The Vanguard Group, and Charles Schwab, among other firms. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach to set personalized asset allocations, with portfolios primarily composed of Vanguard funds and ETFs.

Benjamin Shbeeb is a financial advisor at Edelman Financial Engines based in Huntersville, NC, holding a Series 65 designation. He has been with Edelman Financial Engines since 2026 and has prior experience operating two businesses, Create to Connect LLC and Shbeeb Weddings. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven modeling process with planner delivery and online tools, offering diversified model portfolios and long-term investment strategies.

Michael Dove is a financial advisor at Vanguard Advisers in Charlotte, NC, with four years of industry experience. He holds the Series 66 designation and has previous experience at Edward Jones and as a self-employed advisor. Outside of his advisory work, he is involved in music creation and monetization. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans, providing automated and human-supported investment advice through digital and personal advisor services. The firm employs a goal-based, algorithm-driven investment approach and manages large-scale client relationships primarily with Vanguard funds and ETFs.

George Ramsey is a financial advisor at Vanguard Advisers in Charlotte, NC, holding a Series 66 designation with one year of industry experience. His prior roles include various positions at Vanguard affiliates and other companies, as well as entrepreneurial activities through 4 Ramesia, LLC. Vanguard Advisers serves retail investors and eligible participants in employer-sponsored retirement plans through automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach using proprietary models to set personalized asset allocations, primarily utilizing Vanguard funds and ETFs.

Bart Knight is a financial advisor at Edward Jones in Davidson, NC, holding the Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2026, he worked at Lowes Home Improvement for 18 years and has been involved with TimberEdge Designs LLC since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. It offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the nation.

Andrew Yost is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Regal Securities, LPL Financial, and NewBridge Financial Services Group. In addition to his role at Cetera, he is a senior advisor at Rosso Financial Group, where he focuses on sales and account management. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and retirement services through multiple program structures and access to third-party money managers.

Richard Tetzlaff is a financial advisor with Wells Fargo Clearing in Davidson, NC, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2014 to 2016. Outside of his advisory role, he serves as a member of the Parks & Recreation Committee for the Township of Ferguson in State College, PA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and including a broad range of investment products such as insurance-related vehicles and bank deposit sweep options.

Ethan Allen is a financial advisor with Vanguard Advisers in Charlotte, NC, holding a Series 66 designation and eight years of industry experience. He has been with The Vanguard Group since 2019 and previously worked at Edward Jones and Aramark Uniform Services. Outside of his advisory role, Ethan is involved in vehicle sales with CarMax. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants, utilizing a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs. The firm manages a large client base through a combination of digital platforms and advisor teams.

Allen Losey is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2008. He was also involved with Math Smart, Inc. from 2005 to 2020. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach to create personalized portfolios mainly composed of Vanguard funds and ETFs, supporting a large client base through its digital platform and advisory teams.

Damion Carufe is a financial advisor with Morgan Stanley in Mooresville, NC, holding Series 63 and Series 65 registrations and bringing 41 years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, and prior experience at J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities from 2008 to 2020. He also serves as a trustee in a trust-related role. Morgan Stanley Wealth Management offers a broad range of advisory programs for individual and institutional clients, providing tailored financial planning supported by firm-approved tools and analysis from its Global Investment Committee.

Jason Satterwhite is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with The Vanguard Group since 2000 and operated a photography and videography business from 2015 to 2020. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach. The firm manages a large client base through a digital platform and offers customized portfolios built primarily from Vanguard funds and ETFs.

Jason Osborne is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 designations and 18 years of industry experience. He has been with Vanguard Advisers since 2018 and has worked in various roles within The Vanguard Group and its affiliates since 2007. Outside of his advisory work, he is involved in rental property investment as a landlord. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach using proprietary models to set personalized asset allocations, primarily utilizing Vanguard funds and ETFs with various tax-aware and customization features.